See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,504 | $115,882+319.8% | $100,516+384.0% | $158,922+206.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.72% | 34.79%-28.1pp | 30.89%-24.2pp | 302.83%-296.1pp |
| Employer contribution / active EE | $14,286 | $4,103+248.2% | $3,418+318.0% | $4,761+200.0% |
| Participant deferral / active EE | $22,750 | $6,674+240.9% | $6,270+262.8% | $5,982+280.3% |
| Admin fee / account holder | $2,818 | $10,995-74.4% | $8,081-65.1% | $11,246-74.9% |